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Harbor Investment Advisory’s Medtronic MDT Stock Holding History

Harbor Investment Advisory’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Sell
2,154
-8,504
-80% -$686K 0.01% 450
2026
Q1 		$924K Sell
10,658
-558
-5% -$53.5K 0.07% 203
2025
Q4 		$1.08M Buy
11,216
+129
+1% +$12.5K 0.08% 187
2025
Q3 		$1.06M Sell
11,087
-398
-3% -$36.6K 0.09% 174
2025
Q2 		$1M Buy
11,485
+312
+3% +$26.5K 0.09% 172
2025
Q1 		$1M Sell
11,173
-212
-2% -$19K 0.1% 154
2024
Q4 		$909K Sell
11,385
-1,182
-9% -$102K 0.09% 163
2024
Q3 		$1.13M Sell
12,567
-306
-2% -$25.7K 0.11% 146
2024
Q2 		$1.01M Sell
12,873
-3,040
-19% -$249K 0.11% 146
2024
Q1 		$1.39M Buy
15,913
+2,051
+15% +$175K 0.15% 110
2023
Q4 		$1.14M Sell
13,862
-2,743
-17% -$209K 0.13% 125
2023
Q3 		$1.3M Sell
16,605
-954
-5% -$79.9K 0.17% 105
2023
Q2 		$1.55M Buy
17,559
+1,117
+7% +$96.2K 0.22% 93
2023
Q1 		$1.33M Buy
16,442
+254
+2% +$20.7K 0.2% 101
2022
Q4 		$1.26M Buy
16,188
+101
+0.6% +$8.19K 0.2% 101
2022
Q3 		$1.3M Buy
16,087
+640
+4% +$57.5K 0.21% 93
2022
Q2 		$1.39M Sell
15,447
-2,103
-12% -$213K 0.22% 93
2022
Q1 		$1.95M Sell
17,550
-47
-0.3% -$4.96K 0.26% 79
2021
Q4 		$1.82M Buy
17,597
+2,808
+19% +$325K 0.23% 86
2021
Q3 		$1.85M Buy
14,789
+76
+0.5% +$9.84K 0.25% 77
2021
Q2 		$1.83M Sell
14,713
-21
-0.1% -$2.64K 0.25% 80
2021
Q1 		$1.74M Sell
14,734
-453
-3% -$53.1K 0.26% 78
2020
Q4 		$1.78M Buy
15,187
+3,164
+26% +$348K 0.28% 77
2020
Q3 		$1.25M Buy
12,023
+1,637
+16% +$164K 0.24% 86
2020
Q2 		$952K Buy
10,386
+2,088
+25% +$200K 0.2% 93
2020
Q1 		$748K Buy
8,298
+6,607
+391% +$703K 0.2% 98
2019
Q4 		$192K Buy
+1,691
New +$186K 0.04% 253

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Harbor Investment Advisory's MDT Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Medtronic (MDT) stake by 80% in Q2 2026, selling an estimated $686K and leaving 2,154 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #450.

Harbor Investment Advisory first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.95M in Q1 2022. 674 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Harbor Investment Advisory held 2,154 shares of Medtronic worth $169K as of Q2 2026.
  • Harbor Investment Advisory sold 8,504 Medtronic shares in Q2 2026, an estimated $686K.
  • Medtronic made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #450 holding.
  • Harbor Investment Advisory first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Medtronic position peaked at $1.95M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.